Account Associate - Commercial Insurance
About The Position
The Account Associate - Commercial Lines role supports the account team in managing day-to-day administrative and customer service tasks within the commercial insurance sector. This position is primarily remote for California residents, with a strong preference for those in the Los Angeles County area. The role focuses on supporting the IOA - Los Angeles branch with a generalist book of business. Key responsibilities include handling policy endorsements, audits, cancellations, and other administrative duties, ensuring accuracy in agency systems, and providing excellent customer service. The ideal candidate will have a strong understanding of insurance brokerage, excellent analytical and communication skills, and proficiency in MS Office. This role is crucial for maintaining operational efficiency and client satisfaction.
Requirements
- Active property & casualty license.
- 2+ years of industry experience, OR 5+ years of related experience in customer service.
- Thorough knowledge of insurance brokerage and client needs.
- Strong analytical, problem-solving, and decision-making skills.
- Exceptional customer service, communications, multitasking, and organizational skills.
- Proficiency in MS Office (Outlook, Word, Excel).
- High School Diploma (or equivalent).
Nice To Haves
- Residing within a 50-mile radius of a branch location (may be required to work onsite in a hybrid capacity).
- Having a dedicated, distraction-free workspace for remote work.
Responsibilities
- Assist the account team in completing day-to-day administrative tasks.
- Handle recurring customer service tasks.
- Meet performance requirements regarding production and quality.
- Resolve basic and routine administrative and customer service issues.
- Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
- Assist with general office tasks and administration.
- Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
- Identify and reconcile billing inaccuracies.
- Review policy forms.
- Prepare submissions, online rating, proposals, AOR letters.
- Support new/renewal business workflows.
- Maintain accurate and up-to-date data in agency systems.
- Ensure timely completion of tasks and activities.
- Keep the account team informed of workload status and any issues.
- Provide proactive and responsive service.
- Ensure productivity and quality standards are met.
- Participate in team building and promote a positive work environment.
- Seek and adopt best practices.
- Stay updated on company policies and procedures.
- Enhance technical skills and industry knowledge.
- Foster positive relationships with colleagues and leadership.
- Demonstrate integrity and leadership.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
